HDA Chartered Financial Planners

Independent Financial Adviser  New Barn, Manor Farm Courtyard, Cheltenham, GL52 3PB
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FCA authorised
Last authorised 14th June 2021
Independent, Chartered financial planners providing peace of mind to wealth growers, those approaching or in retirement and employers.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Mr Peter Clark
Chartered Financial Planner
Mr Robin Etherington
Chartered Financial Planner
Mr Martin Johnston
Financial Planner
Mr Ed Blackett
Financial Planner
Ms Eugénie Cameron
Chartered Financial Planner
About us

With our strong ethics and personal approach, our experienced and qualified planners are here to give you financial peace of mind.

It’s important that we add value to your financial wellbeing. Not everyone wants or needs financial planning advice, so we only focus on helping people at certain stages in life:

1. Wealth growers - we help working professionals and business owners to balance the lifestyle they want for their families today with the retirement they want to have in the future.

2. Approaching retirement - we help those who are starting to think about retirement. Often in their 50s, the time has come to make important decisions about how and when they can afford to retire.

3. Retired people - we help retirees to enjoy their retirement and not worry about things such as long-term care or running out of money.

4. Employers - HDA Workplace works with businesses that want to provide their employees with valuable workplace benefits. We run their group private pension and other employee benefit schemes. We also provide one-to-one financial planning support to individuals.

This way, we can harness our experience and expertise to provide you with expert guidance to help you to achieve your financial goals.

Our services

Our clients recognise the value of having a reliable ‘go-to’ expert for their financial affairs. And we recognise our social responsibility to help people get the basics right and avoid costly mistakes.

As financial planners, rather than advisers, it’s all about relationships, not just transactions.

The HDA difference:

• We’re independent, which means we’re not tied to any providers
• We have high standards; that’s why we’re Chartered
• We’ve been around a long time and will be for many years to come
• We’re big enough to manage all your needs and small enough to care about them
• We take away the worry

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

HDA is the trading name of Hugh Davies Associates Limited which is authorised and regulated by the Financial Conduct Authority (Firm no. 125569). Registered in England No. 1998413. Registered Office New Barn, Manor Farm Courtyard, Southam Lane, Southam, Cheltenham, GL52 3PB. Telephone: <phone number hidden>

New Barn, Manor Farm Courtyard, Southam Lane, Cheltenham, GL52 3PB

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